More importantly, the supply bottleneck lies in advanced SoC manufacturing capacity for A-series and M-series chips, not memory. With heavy reliance on TSMC’s leading-edge nodes, Apple’s silicon strategy once again proves to be a long-term competitive advantage rather than a structural risk.
Despite rising component costs, Apple expects gross margins to improve to 48–49%, highlighting its pricing power and cost control. Combined with its long-term US chip investment plans, this reinforces Apple’s position as a resilient, high-quality compounder in the AI era.
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